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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,332 | $102,429-41.1% | $147,096-59.0% | $80,925-25.4% |
| Participation rate | 56.8% | 75.9%-19.0pp | 82.2%-25.4pp | 67.7%-10.8pp |
| Annual return | 11.80% | 135.02%-123.2pp | 419.75%-408.0pp | 35.65%-23.9pp |
| Employer contribution / active EE | $1,783 | $3,716-52.0% | $4,936-63.9% | $2,756-35.3% |
| Participant deferral / active EE | $2,680 | $6,649-59.7% | $8,071-66.8% | $4,299-37.7% |
| Admin fee / account holder | $3,728 | $7,957-53.1% | $13,005-71.3% | $6,940-46.3% |